Academy

Use prospects

Prospects are visitors who visited your site but have not converted through a form. The prospects tool helps you gain insight into who your prospects are by detecting the IP addresses associated with each page view on your site. The tool then provides you with your visitor's company name, number of visits, number of visitors and more.

Prospects are different from leads because prospects are not identified, while leads are added as contacts with details identifying them (e.g. name and email address).

Please note: the prospects tool uses the visitor's wireless IP addresses to track the visitors' information and tries to match that IP with the company to which it is registered. These IP addresses track the source and can only provide information that has been made publicly available.

Install the tracking code

To view a list of companies that have visited your website and track these visits, add the HubSpot tracking code to your website:

Please note: the HubSpot tracking code is automatically installed on your HubSpot landing pages, website pages, and blog posts. You only need to install the tracking code manually if you are hosting your website content on another CMS.

Manage your prospects

After the tracking code is installed, visits will start populating in the prospects tool.

You may want to hide a prospect if it's a competitor that you don't want to track, or favorite a prospect if you want to return to their information at a later date.

To hide a prospect, select thecheckboxnext to the prospect, then click Hide. After you've hidden a prospect, the prospect will not appear in thedaily email.

To favorite a prospect, click the star icon favorite next to the prospect.

If you want to add a prospect as a company record in your database, click the plus icon + to the right of the company name. Alternatively, you can select thecheckboxbeside multiple companies and click+Add to databaseto add them all at once.

You can also customize the data you see in the prospects tool.

In the upper right, click the Actions dropdown menu, then select Edit columns.

In the dialog box, select the checkbox next to the properties you want to include in your prospects tool.

Click Save.

View company data in the prospects tool

Click the companynameto see additional details about the company, such as industry, annual revenue, and location.

ClickView in LinkedInto access the company's LinkedIn profile.

Under the company name, clickAdd a company to create a record for this company in your CRM database.

On the prospects dashboard, use the search bar to search for prospects by keywords, such as state or country. If the term included in your search query is matched by a prospect, that prospect will show on the list.

To filter your prospects:

In the left sidebar menu, click+ Add filter.

Search for and select a property, then select your filter criteria.

Click Apply filter.

Click Save.

You can also filter by internet service provider (ISP). The prospects tool looks at a visitor's IP address to tell you which companies are visiting your website. Oftentimes, small companies and individuals browsing the web from home won’t have their own IP address. In those cases, the company that appears in prospects is just the internet service provider (like Comcast, Cox, Verizon, etc.).

Using the internet service provider filter, you have the option to view (or not view) internet service providers in your prospects tool. By default, your prospects tool will automatically contain the filterInternet service provider|is equal to|false, so you won't have internet service providers in your prospects view. You can remove this by clicking theXon the filter. Or, click the filter and selectTrue as the filter criteria, then select Update filter.